Trade, Customs & Tax
Trade Finance Readiness Advisory
USD 1,500 / month
Put your business in a position a bank can actually say yes to.
What we'll review
- Trade cycle and financing needs
- Facility type and structure fit
- Financial position against lender requirements
- Documentation and security position
Deliverables
- Trade finance readiness assessment
- Facility recommendation
- Lender-ready financial summary
Engagement process
Six steps, start to deliverable
- 01SelectChoose the advisory package that matches your requirement.
- 02PayComplete payment for the monthly engagement.
- 03QuestionnaireComplete the secure client questionnaire.
- 04UploadUpload the supporting financial and commercial documents requested.
- 05ReviewVEXTERS conducts the advisory review.
- 06DeliverableReceive the agreed report, model, assessment or advisory output.
Important information
- Turnaround
- 12 business days from questionnaire and document submission.
- Renewal
- Engagements run monthly and renew automatically until either party gives notice. Cancelling before a monthly cycle starts stops the next renewal; the current cycle is not refunded.
- Exclusions
- Scope is limited to the review and deliverables stated on this page. Work outside that scope — additional entities, periods, or a materially changed brief — is agreed separately before it begins.
- Required documents
- Recent import or export declarations
- Supplier or buyer invoices for the shipments in question
- VAT returns and tax assessment correspondence, where relevant
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